Jobs
>
Boca Raton

    Trust & Estates Administration Paralegal - Boca Raton, United States - Job Juncture

    Job Juncture
    Job Juncture Boca Raton, United States

    1 week ago

    Default job background
    Description

    Job Description

    Job Title: Trust & Estates Administration Paralegal

    Job Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates. You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates.

    Responsibilities:

    1. Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries. Prepare and file necessary court documents, petitions, and affidavits.
    2. Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries. Monitor compliance with trust terms and legal requirements.
    3. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates. Communicate with beneficiaries regarding their rights, entitlements, and distribution schedules. Provide updates on the status of estate or trust administration proceedings.
    4. Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations.
    5. Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions. Prepare periodic accountings and reports for beneficiaries, courts, and taxing authorities.
    6. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and resolving legal matters.
    7. Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Ensure accuracy and compliance with legal requirements and court procedures.
    8. Collaboration and Coordination: Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals involved in trust and estate administration. Coordinate activities and exchange information to facilitate the resolution of legal matters.
    9. Client Service: Provide exceptional service to clients by addressing inquiries, providing updates, and ensuring timely resolution of administrative matters. Maintain professionalism and confidentiality in all client interactions.

    Qualifications:

    1. Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred.
    2. Paralegal certificate from an accredited program is a plus.
    3. Prior experience working as a paralegal in trust and estate administration preferred.
    4. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
    5. Proficiency in Microsoft Office Suite and legal software applications.
    6. Excellent organizational skills and attention to detail.
    7. Strong communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues.
    8. Ability to manage multiple tasks and prioritize workload effectively.
    9. Commitment to maintaining confidentiality and upholding ethical standards.

    Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc. Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

    Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. College degree and/or paralegal certificate preferred. We will consider a JD/paralegal candidate as well.

  • RADER & COLEMAN PL

    Probate and Administration Paralegal

    1 week ago

    RADER & COLEMAN PL Boca Raton, United States

    Firm Overview: · Welcome to Rader & Coleman, PL, where we take pride in delivering top-notch estate planning and administration services to high-net-worth clients in Florida, in particular in Palm Beach and Broward counties. Our reach extends both nationally and internationally, ...

  • Top Tier Reps LLC

    Trusts & Estates Administration Paralegal

    3 days ago

    Top Tier Reps LLC Boca Raton, United States

    Job Description · Job DescriptionOur client is seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join their New Jersey, New York or Florida Offices. · Salary is commensurate with experience. The salary range for this position is $76,500 to 162,50 ...

  • Kalis, Kleiman & Wolfe

    Paralegal / Administrative Assistant

    1 week ago

    Kalis, Kleiman & Wolfe Fort Lauderdale, United States

    Job Description · Job DescriptionARE YOU THE ONE? JOIN OUR TEAM TODAY Our firm is looking for a self-motivated individual with a minimum of 5 years working experience as a Paralegal/Legal Assistant/Executive Administrative Assistant. We work together to secure the best possible o ...

  • WM

    Commercial Transactions

    1 week ago

    WM Boca Raton, United States

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · **I. Job Summary** · The Commercial ...

  • McKINNON LEGAL

    Paralegal - Family Law

    2 weeks ago

    McKINNON LEGAL Miramar, United States

    $40,000 - $50,000 yearly · **Responsibilities**: · - Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer · - Organize our case filing ...

  • W3Global Inc

    Probate Paralegal

    1 week ago

    W3Global Inc Boca Raton, United States

    Job Description · Job DescriptionProbate Paralegal · Location: Boca Raton, FL · Job Type: Full-time · Job Description: · Probate Paralegal with at least 3+ years recent experience in probate administration in Florida. Firm looking to add another paralegal to their team. · Require ...

  • Savio Title

    Assistant / Paralegal / Processor

    22 hours ago

    Savio Title Boca Raton, United States

    Company Description · Savio Title is an attorney-owned and operated title agency based in Boca Raton, FL. Led by founder and owner Christian Savio, Esq., Savio Title specializes in Real Estate Owned (REO) Closings for lenders, investors, and individual buyers and sellers. With a ...

  • Direct Talent Solutions

    Trusts & Estates Paralegal (HYBRID)

    1 week ago

    Direct Talent Solutions Boca Raton, United States

    Job Description · Job DescriptionPosition: Trusts & Estates Administration Paralegal · Locations: Hackensack, NJ | New York, NY | Boca Raton, FL | Palm Beach, FL · Full Time: Yes (9:00am - 5:00pm) · Hybrid (2 days remote, 3 days in office) · Salary range: $100,000-$162,500 + Ful ...

  • Waste Management

    Paralegal - Commercial Transactions

    1 week ago

    Waste Management Boca Raton, United States

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · South Florida based hybrid opportuni ...

  • Robinson and Casey, PLLC

    Paralegal

    3 days ago

    Robinson and Casey, PLLC Boca Raton, United States

    Job Description · Job DescriptionWe're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our legal team. You'll draft legal documents such as affidavits, prepare briefs, conduct legal research for trial preparation, and keep case fi ...

  • Global Channel Management

    Licensing Compliance Specialist

    1 week ago

    Global Channel Management Boca Raton, United States

    Join Our Team as a Licensing Compliance Administrator · Qualifications · Associate's Degree · Certification in Paralegal Studies or a related field · Minimum of 5 years of experience, with a preference for professional licensing, paralegal, or law department support roles · Exp ...

  • Global Channel Management

    Licensing Compliance Specialist

    5 days ago

    Global Channel Management Boca Raton, United States

    Join Our Team as a Licensing Compliance AdministratorQualificationsAssociate's DegreeCertification in Paralegal Studies or a related fieldMinimum of 5 years of experience, with a preference for professional licensing, paralegal, or law department support rolesExperience in commer ...

  • Fawkes IDM

    Trust and Estates Paralegal

    3 days ago

    Fawkes IDM Boca Raton, United States

    Job Description · Job DescriptionA law firm is seeking a full-time Trust and Estates Paralegal to join their team. · Responsibilities: · handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) · Ex ...

  • Efficus, Inc.

    Licensing Compliance Admin

    1 week ago

    Efficus, Inc. Boca Raton, United States

    This is an in-person role. · There is strong preference for the position to be based in Boca Raton, FL, although there may be some flexibility to work remotely, for the right candidate. · Relocation assistance is not available for this position. · Associates Degree, Certificat ...

  • The Grife Law Firm

    Litigation Paralegal

    1 week ago

    The Grife Law Firm Boca Raton, United States

    Job Description · Job DescriptionWe are seeking a skilled Litigation Paralegal to join our Personal Injury + Medical Malpractice law firm in Boca Raton. The ideal candidate will have experience in document review, litigation support, and possess strong administrative skills. · Re ...

  • Wiggin and Dana LLP

    Legal Administrative Assistant

    3 days ago

    Wiggin and Dana LLP Boca Raton, United States

    Summary · The Legal Administrative Assistant ('LAA') – PCS provides administrative and secretarial support to lawyers, paralegals, and administrators in our Private Client Services group. The LAA may also provide billable and non-billable legal support as determined by the attorn ...

  • Ask Staffing

    Licensing Compliance Admin

    1 week ago

    Ask Staffing Boca Raton, United States

    Job Type: Recruited Resource Number of Positions: 1 System Location: ADT-US Created Date: 10/27/2023 Job Title: Licensing Compliance Admin CWR Type: W-2 Reason: Other · Temporary, Full-Time Administrative position · Qualifications: This is an in-person role. There is strong pre ...

  • The Law Offices of Kanner & Pintaluga P A

    Practice Administrator

    2 weeks ago

    The Law Offices of Kanner & Pintaluga P A Boca Raton, United States

    Job Description · Job DescriptionKanner & Pintaluga, a dynamic and rapidly growing personal injury and property damage law firm, seeks a highly motivated and passionate Practice Administrator to join our team in Boca Raton, FL. · POSITION SUMMARY: · The Practice Administrator wi ...

  • ADT Security Services, Inc

    Corporate Counsel

    2 weeks ago

    ADT Security Services, Inc Boca Raton, United States

    Summary: · The Corporate Counsel (Corporate & Securities) will provide advice, oversight, and process management for all the Company's corporate governance, securities, and capital markets legal matters. This position plays a key role in the legal team's strategic partnership wit ...

  • Pitcoff Law Group

    Executive & Personal Assistant to Owner and Family/House Assistant

    1 week ago

    Pitcoff Law Group Boca Raton, United States

    **Job Title:** Executive Assistant (Temp-to-Perm Hybrid) · **Location:** Boca Raton/Delray Beach/Southern FL (Primarily Virtual) · **Hours:** Flexible hours per week - possibly more over time) · **Pay:** $18-$28 per hour, based on experience · **About Us:** · Join our dynamic leg ...